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    Emkay Global Financial Services - Bengaluru, India - Emkay Global Financial Services Ltd.

    Emkay Global Financial Services Ltd.
    Emkay Global Financial Services Ltd. Bengaluru, India

    1 week ago

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    Description

    Job Responsibilities:

    • Customer Acquisition Minimum of 1 Cr. 5 Cr and above investable surplus
    • Financial Planning (FP) and Portfolio Services
    • Execution of transactions post FP and on periodical basis
    • Manage Private Wealth, PMS and AIF fund related queries
    • Ensure delivery of various MIS reports as per requirements
    • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
    • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
    • Ensure discipline of asset allocation
    • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
    • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
    • Continuous learning, to be better equipped than our competitors
    • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
    • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize misselling instances
    • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
    • Revenue Generation
    • Build AUA

    Skills:

    • Excellent communication
    • Proven skills of significantly improving the structure and readability of written Lives the Company Values
    • Business Awareness & Market Knowledge
    • Customer Centricity.
    • People Connect
    • Result Orientation
    • Networking Ability
    Qualification - Post Graduate / MBA from a reputed institute
    )
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